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Paycircle Ideas Portal
Status Shipped
Categories Notes and Tasks
Created by Daryl Stubbs
Created on Jan 18, 2024

Mandatory Tagging in Notes

A new client forgot to tag me so their note was missed. Surely it should expect a tagged person or at least there should be an alert if you are about to add a note with nobody tagged. After all, you can't send an email without a recipient but notes can be added and just stay there unread until we happen to go in.

Describe the Challenge We are trying to avoid that client instructions are not missed because they forget, or fail to, tag us.
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7 MERGED

@ mention notification

Merged
Can we have a warning trigger when saving a note if no @ mention has been added. Missing some notes as clients sometimes forget to @
Guest about 1 year ago in Notes and Tasks 0 Shipped